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Disclosery

HBK Sorce Advisory LLC: SMCI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HBK Sorce Advisory LLC on SMCI, newest first. How the timeline and the estimate are built.

HBK Sorce Advisory LLC held 14,344 SMCI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,344 shares
    Change vs previous 13F -965 shares

    0.01% of the 13F portfolio, value $434,910.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,309 shares
    Change vs previous 13F +2,097 shares

    0.01% of the 13F portfolio, value $541,479.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,212 shares
    Change vs previous 13F -2,466 shares

    0.01% of the 13F portfolio, value $454,229.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 15,678 shares
    Change vs previous 13F -2,296 shares

    0.02% of the 13F portfolio, value $845,671.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,974 shares
    Change vs previous 13F +3,841 shares

    0.02% of the 13F portfolio, value $880,906.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 14,133 shares
    Change vs previous 13F +3,638 shares

    0.01% of the 13F portfolio, value $483,914.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,495 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $319,888.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).